Portfolio Management Analytics: Why Harnessing Data is Key for our Clients

10/26/2022

Qi Wang

Qi Wang discusses her role as CIO Portfolio Implementation, which is designed to harness technological advances in data delivery, analytics, empirical research and portfolio solutions to strengthen our investment process and our commitment to clients.

Text on screen: PIMCO

Text on screen: PIMCO provides services only to qualified institutions and investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized.

So data is the bloodline of modern business.

Text on screen: A process that incorporates analytics, quantitative research and risk management is necessary for success

Images on screen: PIMCO forum, trade floor

In our opinion, an investment process that incorporates analytics, quantitative research, risk management is a necessary ingredient to success.

Text on screen: Qi Wang, CIO Portfolio Implementation

Hi, I am Qi Wang. I’m the CIO for portfolio implementation and portfolio implementation includes data delivery, analytics, and empirical research in the portfolio solutions.

The vision for the group, obviously we want to make an impact on all the different levels of the investment process.

Text on screen: TITLE – Portfolio Implementation: BULLETS – Decide what data to acquire, Curate the data and keep it to a high standard, Build modeling and trading strategies, Take input from specialist desks and build portfolio solution

So they need to decide what data they acquire, how they curate the data and keep it to a uniformly high standard and then build specific modeling and trading strategies for the specific specialty desks. And then when it comes to portfolio solutions, it’s basically a cross functional group where we take all this input from the specialist desks and then we put everything together.

We already have very talented portfolio managers here with all kinds of backgrounds in every location you can think of, so I think that’s a unique strength of PIMCO given the breadth of our investment platform and deep talent pool. But we can always do better.

Images on screen: PIMCO forum, trade floor

And this is really our concerted effort to really try to grow with the market at the best of times, adapt the best business practice, and really investing in our resources and also set up a structure and process where we can utilize our resources to deliver the best results for our clients.

Text on screen: For more insights and information, visit pimco.com

Text on screen: PIMCO

Disclosure

IMPORTANT NOTICE

Please note that this video contains the opinions of the manager as of the date recorded, and may not have been updated to reflect real time market developments. All opinions are subject to change without notice.

All investments contain risk and may lose value.

There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market.

This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

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